Workflow · Payments

Payments. Doux it.

Past-due and cancellation notices caught the day they arrive, clients reminded and payment links sent. Premium payment follow-up for insurance agencies.

Without Doux

Notice of cancellation for non-payment. In the mail. Nobody saw it. The policy dies on a Tuesday. You hear about it at the claim.

With Doux

Every past-due notice caught the day it lands. Client reminded. Payment link sent. Carrier confirmed. Nothing lapses quietly.

How it runs.

  1. Catches every past-due and cancellation notice.
  2. Matches it to the client and the policy.
  3. Reminds the client by email and text, with a payment link.
  4. Confirms the payment posted with the carrier.
  5. Escalates to you before the cancellation date. Not after.

What it touches.

Cancellation noticesPayment linksE-signature with paymentAccounting

More workflows.